Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 101 | $469,310 | 722 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
| STRYKER CORPORATION | COM | 102 | $458,056 | 1,277 | 0.00 | 0.00 | -10 | -0.78 | 03-31-2024 |
| ELECTRONIC ARTS INC | COM | 103 | $455,590 | 3,434 | 0.00 | 0.00 | -4 | -0.12 | 03-31-2024 |
| CHUBB LIMITED | COM | 104 | $442,259 | 1,701 | 0.00 | 0.00 | -1,318 | -43.66 | 03-31-2024 |
